Zoom for Outlook add-in help

Zoom for Outlook add-in help

Installing for your own use

You can install the Zoom for Outlook add-in for your own use if installing add-ins is permitted by your Office 365 admin.

  1. Go to Zoom for Outlook in the Microsoft App Store.
  2. Click Get It Now.
  3. Follow the Microsoft App Store prompts to complete the installation. 

Scheduling a meeting

Note: Your scheduler settings are synced from the Zoom web portal.

  1. Open your Outlook web calendar and click New to create a new calendar event.
  2. Enter meeting details like the title, location, and guest list.
  3. Click the three dots in the top toolbar. You will see the Zoom sidebar open, prompting for your Zoom credentials.
  4. Click Zoom
  5. Click Add a Zoom Meeting
  6. Sign in to your Zoom account. If you are already signed in to the Zoom web portal, it will log you in automatically.
    Note: The meeting settings will automatically populate with your default settings in your Zoom web portal.

Viewing, editing, and removing meetings

  1. Open your Outlook Web Calendar.
  2. Click on a Zoom meeting, and click Edit.
  3. Click the three dots in the top toolbar. Sign in to your Zoom account if prompted.
  4. Click Zoom.
  5. Click Settings.
  6. Change your meeting options and click Update to apply the changes.
    Tip: Click Load default settings to load your default settings found in your Zoom web portal.
  7. (Optional) Click Remove, if you want to delete the Zoom meeting from the event.
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